Alma

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  1. Make the list price box on the create pol form interactive.

    Make the list price box on the create pol form interactive, so we do not have to click on the box, remove the 0.00, and then key price. This would be helpful in other places in Alma, as well.

    2 votes
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  2. Move multiple PO lines.

    PO lines on a bib record can only be moved one by one using the "Change Bib Reference" tool. When there are multiple PO lines, sometimes twenty or more, this can be a slow, tedious process. It would be helpful to be able to select multiple lines and link them to a new record all at once.

    2 votes
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  3. Manual packaging

    Option to set Manual Packaging in the PO Line summary, Additional section as default / keep the option marked.

    2 votes
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  4. The pre-check function during creating an invoice

    A customer needs a pre-check function during creating an invoice line, if the vendor of the selected PO line is different with the invoice line's, Alma should notify the user. So it could save time than verify it during the save stage.

    2 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  5. Default currency in POL from the vendor

    When we add a vendor in the POL, we would like add by default the first currency associated to the vendor.

    2 votes
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  6. Display of licence terms in View It tab from PO lines

    We have turned on the display of licence terms in the View It tab in Primo.
    We have noticed that the licence terms only display if they come from the portfolio or electronic collection.
    If the licence is only attached to a PO line, the terms do not display in the View It tab.
    It would save time if the terms could display from the licence attached to the POL as well.

    2 votes
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  7. Contact Information in the vendors profile

    Hello,

    It would be very useful if in the Vendor contact information, the "Email Address" would appear as the first address.
    Also it should be marked as a "must to fill" field with red asterisk (The problem now is that when one forgets to add email address, the orders cannot be send to the vendor).
    Also, currently, if you add an email address instead of the surface address, the system does not provide any alerts and the order is not being sent.

    Thanks.

    2 votes
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  8. Reporting codes in Slips

    If you could add the ability to add to the slips reporting codes, it would be great.
    Thanks.

    2 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  9. Make "additional code" for vendors searchable

    Using the additional code field to track changes in the Vendor Code field make sense, but has limited use if we can not search it in any meaningful way.

    2 votes
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  10. holds

    Add a flag to a title in the receiving queue, if it has a hold associated with it, regardless of the source of the hold. Right now, unless the hold is initiated in Acquisitions, there is no visible marker in the receiving queue, which causes a problem with batch receiving.

    2 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  11. Allow Material Supplier, List Price, ISBN and Fund to save when saving orders that have not been sent

    If you are interrupted when creating a PO line, either because you are disturbed or because there are insufficient funds in the budget, Alma saves the information you have already put in. At the moment, it saves the PO line itself but removes the ‘Material supplier’, the ‘List price’ and the ‘Fund’, so that I’m starting off worse than from scratch because two of those three things are already included on my template when I create a PO line anew. If I change the ISBN, this also reverts back when a PO line is saved, and the Reporting Code also…

    2 votes
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  12. PO Templates: allow anyone to delete

    Right now a PO template can only be deleted by the person who created it. We have a number of templates sitting in our list that were created as tests when we first adopted Alma. We can't delete them because we don't know who made them, and it's possible that the creator no longer works at our institution.

    We don't see why public templates require this level of protection; if someone is concerned about a template being deleted, they can make it private.

    We would like the ability to clean up our template list so it can actually be an…

    2 votes
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  13. Add platform filter to the "Missing Data"

    The "Missing Data" tab under the Load Usage Data section should have a filter for platform. As I set up more usage reports and as I want to check and make sure all the data came through, it has become more difficult to find the rows that I want to review. A filter for platform will help.

    Thank you!

    2 votes
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  14. Include the ISBN/ISSN dropdown box in 'Other Service' PO lines

    We regularly need to order additional copies of ebooks, for example, if credits run out. If we are getting these from the same supplier, we don't want to create a duplicate portfolio, so we want to add an order without creating inventory. Using the order type 'Other Service' would be ideal, however there is no option to include the ISBN in the order, which vendors depend on for identifying the order via EDI. It would be great if this function could be added to 'Other Service' orders.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  15. There should be a separate category for Transfers - along with Allocations and Expenditures.

    At the Fund level, there should be a separate category for Transfers. Right now, if a transfer is made, the allocation changes. There should be Original Allocation (the original amount, doesn't change), Transfers, Current Allocation (original plus Transfers) and Expenditures. It's important for me to know what the original allocation is. If the Transfers are not reflected, what is shown with only the Allocations and Expenditures gives a distorted picture of the money for that fund. You can get a break down of Allocations, Transfers and Expenditures in Analytics - why can't it be shown in the ledger?

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  16. Electronic Collection Type - One Time

    Here the scenario. I use a B3Kat package title record per profile "Titelübernahme aus dem B3Kat". Then I create via MD editor a PO line for "Electronic Collection - One Time". The field "Electronic Collection type" include the value "Database". We would like to configure the standard value for new records.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  17. Payment integration - Supporting the import of detailed line payment information to a finance system

    Currently only the total amount paid for fines etc. can be imported to our Finance System. Can the ability to identify and import various payment types & amounts be developed. This would allow us to match payments to differing fundcodes on our finance system. Further supporting the idea of moving to cashless

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  18. Option for deduction of VAT in invoice

    Option for deduction of VAT
    Good morning, I am Juan Jose Bueno in the library of the Faculty of law of the UAM.
    We need to add a deduction of VAT field. According to Spanish law, we are entitled to deduct a percentage of VAT, 7% or 100%. This deduction is applied to the amount of VAT and we must have the possibility of applying this deduction.
    Example:
    Price book: €100
    VAT 4%: €4
    deduction 7%: 0.28
    Total invoice: €104
    Total invoice with deduction: €103,72
    Balance would have to be so:
    budget: €1000 paid: €104 balance: €896 balance with deduction:…

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  19. Can you put process type as a column in the received items list?

    It would be helpful to add Process Type in the Received Items List so we can see if an issue was claimed, or not published, etc.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  20. Information about the "Interested Users" in the List "Electronic Resource Activation Task List" is needed

    To work with the "Interested User"-Functionality in the context of Electronic Resources we need the Information about the "Interested Users" in the List "Electronic Resource Activation Task List" in a seperate column.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
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